EWA

EverSource Wealth Advisors Portfolio holdings

AUM $1.82B
This Quarter Return
-0.96%
1 Year Return
+11.86%
3 Year Return
+33.73%
5 Year Return
–
10 Year Return
–
AUM
$1.82B
AUM Growth
+$40.5M
Cap. Flow
+$80.8M
Cap. Flow %
4.44%
Top 10 Hldgs %
21.53%
Holding
4,235
New
475
Increased
2,208
Reduced
1,004
Closed
216

Top Buys

1
$12.6M
2
$9.67M
3
$8.73M
4
$7.03M
5
$6.4M

Top Sells

1
$8.98M
2
$8.13M
3
$5.93M
4
$4.42M
5
$4.42M

Sector Composition

1Technology11.03%
2Financials6.39%
3Consumer Discretionary5.91%
4Industrials3.43%
5Healthcare2.84%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$28.5K﹤0.01% 410
+87
+27%
+$6.05K
$28.3K﹤0.01% 368
+43
+13%
+$3.31K
$28.2K﹤0.01% 269
+85
+46%
+$8.9K
$28.2K﹤0.01% 2,195––
$28.1K﹤0.01% 2,106––
$28.1K﹤0.01% 174
-731
-81%
-$118K
$28K﹤0.01% 139
+64
+85%
+$12.9K
$28K﹤0.01% 1,685
+815
+94%
+$13.5K
$28K﹤0.01% 518
+397
+328%
+$21.4K
$27.9K﹤0.01% 951
-4,182
-81%
-$123K
$27.8K﹤0.01% 700
-49
-7%
-$1.95K
$27.7K﹤0.01% 475
+69
+17%
+$4.03K
$27.7K﹤0.01% 300––
$27.7K﹤0.01%
+828
 New
+$27.7K
$27.6K﹤0.01% 911
+214
+31%
+$6.48K
$27.5K﹤0.01% 1,126
-5,174
-82%
-$127K
$27.5K﹤0.01% 907
+379
+72%
+$11.5K
$27.5K﹤0.01% 331
+212
+178%
+$17.6K
$27.4K﹤0.01% 3,614
-242
-6%
-$1.84K
$27.4K﹤0.01% 480
+1
+0.2%
+$57
$27.4K﹤0.01% 25,348
+1,537
+6%
+$1.66K
$27.4K﹤0.01% 508
+315
+163%
+$17K
$27.3K﹤0.01%
+1,219
 New
+$27.3K
$27.3K﹤0.01% 420
+210
+100%
+$13.6K
$27.1K﹤0.01% 292
+72
+33%
+$6.69K
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